See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,761 | $99,985+9.8% | $146,665-25.2% | $85,850+27.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 30.33% | 18.93%+11.4pp | 22.74%+7.6pp | 318.53%-288.2pp |
| Employer contribution / active EE | $13,474 | $2,559+426.6% | $4,136+225.7% | $2,565+425.3% |
| Participant deferral / active EE | $2,749 | $4,006-31.4% | $5,506-50.1% | $3,952-30.4% |
| Admin fee / account holder | $8,587 | $7,702+11.5% | $10,280-16.5% | $6,260+37.2% |